See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,831 | $115,882-36.3% | $100,516-26.5% | $158,922-53.5% |
| Participation rate | 42.9% | 81.6%-38.7pp | 79.4%-36.5pp | 82.0%-39.1pp |
| Annual return | 19.77% | 34.79%-15.0pp | 30.89%-11.1pp | 302.83%-283.1pp |
| Employer contribution / active EE | $3,141 | $4,103-23.4% | $3,418-8.1% | $4,761-34.0% |
| Participant deferral / active EE | $5,665 | $6,674-15.1% | $6,270-9.6% | $5,982-5.3% |
| Admin fee / account holder | $242 | $10,995-97.8% | $8,081-97.0% | $11,246-97.9% |